发明名称 |
Method and System For Generating Compliance Data |
摘要 |
A computer implemented method for generating financial compliance data including generating by a computer system a risk tolerance questionnaire receiving data inputted by a user and stored in a first database on a computer readable medium in communication with the computer system; the risk tolerance questionnaire including data fields representative of a user's financial risk tolerance; generating by the computer system a know-your-client user profile stored in a second database on a computer readable medium in communication with the computer system; and mapping one or more fields from the first database onto one or more fields from the second database, such that the know-your-client user profile is at least partially completed with data obtained from the risk tolerance questionnaire.
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申请公布号 |
US2013226833(A1) |
申请公布日期 |
2013.08.29 |
申请号 |
US201313774482 |
申请日期 |
2013.02.22 |
申请人 |
UNIVERIS CORPORATION;UNIVERIS CORPORATION |
发明人 |
ALLISON CRAIG;BINNENDYK RICHARD |
分类号 |
G06Q30/00 |
主分类号 |
G06Q30/00 |
代理机构 |
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代理人 |
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主权项 |
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地址 |
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